Sequent Planning LLC QMAR Holdings History

Number of Shares
195,071.00
Current Holdings Value*
$5.52 Mil
% of Portfolio
1.99%
Total Estimate Gain
$2.63 Mil
% of Total Estimate Gain
3.68%

Sequent Planning LLC's FT Vest Nasdaq-100 Buffer ETF - March Holding Summary

As of 2025-03-31, Sequent Planning LLC held 195,071.00 shares of FT Vest Nasdaq-100 Buffer ETF - March(QMAR), totaling $5.52 Mil. This investment constitutes 1.99% of their stock portfolio, and Sequent Planning LLC now holds 1.37% of the outstanding FT Vest Nasdaq-100 Buffer ETF - March(QMAR) stock.

The initial trade took place in 2024Q1. And since then Sequent Planning LLC has made 1 purchases of QMAR, at an average price of $26.22, for a total of 2.72 Mil shares. In addition, there have been 3 sales at an average price of $26.90 for 2.53 Mil shares. Based on historical transaction data and QMAR's current price of $30.87, Sequent Planning LLC's estimated gain on his QMAR holdings is $2.63 Mil, reflecting a 3.68% gain to date.

Sequent Planning LLC QMAR ($30.87) Holding Chart

Sequent Planning LLC QMAR ($30.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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